The site for Paraplanners and Paraplanning in the UK
From the category archives:
Jane Holt has recently joined Paraplan Plus and this blog records her first month as an outsourced paraplanner. I never planned to be a paraplanner. But having outgrown my previous job role of admin person / office manager / sometimes-paraplanner in a small but successful financial planning practice, I was excited as I started work [...]
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My business is in the fortunate position of being able to turn away new clients as we are so busy with our existing ones. However, we still get lots of enquiries each week and I felt quite bad not being able to help as most wanted to engage with a paraplanner. This lead to the idea of the directory. [...]
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In the most recent edition of Financial Solutions magazine (the magazine of the Personal Financial Society) freelance paraplanner Cathi Harrison explains what she does, how she came to work in Financial Services and what paraplanning means. The article shows again how paraplanners are beginning to be seen more and more throughout the industry and Cathi [...]
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There is a broad spectrum of approaches to risk profiling. How far along the spectrum should advisers go in turbulent times, asks Cathi Harrison of Para-Sols? One of the most striking and interesting aspects of financial services I have noticed is the huge variations that can still be found between firms and the way they [...]
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Martin is the featured paraplanner in Professional Adviser this week which has recently introduced a paraplanner section. It’s good to see another publication recognising the importance of paraplanners and dedicating resources. Here is what he had to say. Martin Vaughan is founder of Paragon Paraplanning. He is also co-founder of theparaplanner.com, the UK’s first website [...]
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Freelance paraplanner Cathi Harrison has been shortlisted for an entrepreneurship award just three months after starting up her own business, Darlington-based Para-Sols. She made it through the first round of the Shell LiveWire Young Entrepreneur Awards and stands to win £10,000 if she scoops the award. She will have to pitch her business to the [...]
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This week I had the pleasure of attending the Nottingham Insurance Institute’s Annual Dinner and I would like to thank all those involved for such a well organised and well run evening. I must admit I was surprised when I received an invitation to attend having never had one before but not being one to [...]
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I write a fair few reports each week and sometimes my brain and fingers don’t seem to talk the same language – I think something and then type something else. Other times, I know exactly what I want to say and then type it confident in the knowledge that what I have typed clearly explains [...]
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We continue our series of interviews with a paraplanner to gain an insight into his or her career, working day and top tips for the rest of us. This week features Heidi Witham who runs her own freelance paraplanning business. If you would like to feature in this section in the coming weeks and [...]
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My first full week.So that was it! The end of my first week as a fully fledged Freelance Paraplanner and what a start to the week I had. I was unlucky enough to be struck down with ‘flu. (It really was flu as well not just man flu!!) Saturday was spent unable to move because [...]
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